The Nakamura Chen Dauphin Jackson Group

Merrill Lynch Wealth Management
145 South State College Blvd
Suite 300/350
Brea, CA 92821
(714) 257.4473
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Helping you simplify your life and realize your dreams
The Nakamura Chen Dauphin Jackson Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Alan Nakamura
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Show more recognition
The Nakamura Chen Dauphin Jackson Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us

Published annually in January. Rankings based on data as of March 31 of prior year.

Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

Meet Our Team
Alan Nakamura,

CFP®, CPFA™

Managing Director, Wealth Management Advisor
714.257.4473
Charles Chen,

CPFA™

Senior Vice President, Senior Financial Advisor
714.257.4478
John Dauphin,

CFP®, CPFA™

First Vice President, Wealth Management Advisor
714.257.4434
Barrett Jackson,

CFP®, CPFA™

First Vice President, Wealth Management Advisor
714.257.4436
Scott A Devens
Vice President, Senior Consultant
714.257.4474
Shauna Castro,

CRPC™

Assistant Vice President, Relationship Manager
714.257.4404
Cyndie Huang,

CRPC™

Assistant Vice President, Relationship Manager
714.257.4417
Jenny U Bendicion
Assistant Vice President, Wealth Management Associate
714.257.4416
Leda Clausen
Officer, Wealth Management Client Associate
714.257.4427
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Sara Burns
Wealth Strategies Advisor
Bank of America, N.A.
Shahla B Hunter
Wealth Management Banking Specialist
Merrill
Rudy Armijo
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1254939
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.